OUR PROCESS

Not sure you are ready to start the journey and work with us? Schedule a free 15-minute Q&A call today.

At Three Cords Financial, we offer a framework to simplify your money and get you started on your path to your financial independence.

ONE step is all it takes.

STEP 01: SCHEDULE A CALL

The first step to Your NEW Financial Journey. A free 15 minute phone call to better understand what your money struggles and goals are and see how Three Cords Financial can assist you in your journey.

STEP 02: UNDERSTANDING YOUR FINANCIAL SITUATION

Review all your finances to create a detailed snapshot (from mindset to numbers) of your current financial situation. You have to know your starting point to get to where you are going. Together we will define the framework needed to attain financial independence.

STEP 03: CREATE A PLAN

Together we can design a concise and unique budget that fits your needs and goals specifically. Layout your debts to see how much you owe and how quickly you can see it go.

STEP 04: EXECUTE YOUR PLAN

The framework for your path to financial independence is now set. Follow the action steps. Stick to your plan. Achieve your goals!

One on one coaching will help navigate all of the many financial challenges faced each month. It takes time to  adjust & develop the right habits that will lead to financial independence.

THREE CORDS FINANCIAL
Plan ahead with your money, ditch debt,
and gain financial freedom

614-321-7661 | info@threecordsfinancial.com

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